See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,659 | $96,635+44.5% | $86,612+61.2% | $139,434+0.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.70% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,934 | $3,263+112.5% | $3,022+129.4% | $4,751+46.0% |
| Participant deferral / active EE | $8,017 | $4,836+65.8% | $4,438+80.7% | $6,710+19.5% |
| Admin fee / account holder | $2,378 | $6,408-62.9% | $5,614-57.6% | $11,403-79.1% |